截至发稿，郑晓曦累计任职时间6年210天，现任基金资产总规模74.68亿元，任职期间最佳基金回报 211.37%， 任职期间最差基金回报-33.69%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金重仓奥普光电。南方半导体产业股票发起A（020553）三季度持有股 数11.86万股，占基金净值比例为4.94%，位居第三大重仓股。根据测算，今日浮盈赚取约42.58万元。 连续3天上涨期间浮盈赚取29.77万元。 南方半导体产业股票发起A（020553）成立日期2024年4月30日，最新规模6854.83万。今年以来收益 11.53%，同类排名257/5580；近一年收益89.87%，同类排名167/4203；成立以来收益133.6%。 南方半导体产业股票发起A（020553）基金经理为郑晓曦。 1月12日，奥普光电涨5.72%，截至发稿，报66.32元/股，成交8.58亿元，换手率5.60%，总市值159.17亿 元。奥 ...

12月26日，奥普光电涨5.1%，截至发稿，报61.86元/股，成交8.44亿元，换手率5.92%，总市值148.46亿 元。 截至发稿，郑晓曦累计任职时间6年193天，现任基金资产总规模74.68亿元，任职期间最佳基金回报 169.72%， 任职期间最差基金回报-33.69%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金重仓奥普光电。南方半导体产业股票发起A（020553）三季度持有股 数11.86万股，占基金净值比例为4.94%，位居第三大重仓股。根据测算，今日浮盈赚取约35.58万元。 南方半导体产业股票发起A（020553）成立日期2024年4月30日，最新规模6854.83万。今年以来收益 68.46%，同类排名203/4197；近一年收益62.18%，同类排名230/4179；成立以来收益112.99%。 南方半导体产业股票发起A（020553）基金经理为郑晓曦。 资料显示，长春奥普光电技术股份有限公司位 ...

Group 1 - The core viewpoint of the news is the performance and market position of Zhongrun Optical, which saw a 5.08% increase in stock price, reaching 41.78 yuan per share, with a total market capitalization of 3.709 billion yuan [1] - Zhongrun Optical, established on August 27, 2012, specializes in precision optical lens products and technology development services, focusing on high-quality imaging products to meet the growing demand in the intelligent, information, and industrial era [1] - The company's main business revenue composition includes: smart monitoring and perception (67.36%), intelligent detection and recognition (11.40%), video communication and interaction (8.19%), high-definition shooting and display (5.34%), technology development (4.52%), and accessories and others (3.19%) [1] Group 2 - From the perspective of fund holdings, one fund under Southern Fund has Zhongrun Optical as a top ten holding, with 163,000 shares, accounting for 4.37% of the fund's net value, generating an estimated floating profit of approximately 329,300 yuan [2] - The Southern Semiconductor Industry Stock Initiation A fund (020553) has achieved a year-to-date return of 47.68%, ranking 438 out of 4206 in its category, and a one-year return of 49.64%, ranking 326 out of 4008 [2] - The fund manager, Zheng Xiaoxi, has a tenure of 6 years and 165 days, with the fund's total asset size at 7.468 billion yuan, achieving the best return of 139.11% and the worst return of -33.69% during his tenure [3]

Group 1 - The core viewpoint of the news is that Zhongrun Optical has experienced a decline in stock price, dropping 5.01% to 36.80 CNY per share, with a total market value of 3.267 billion CNY and a cumulative drop of 4.11% over three days [1] - Zhongrun Optical, established on August 27, 2012, specializes in precision optical lens products and technology development services, focusing on high-quality imaging products to meet the growing demand for image and video acquisition in the era of intelligence and industrialization [1] - The company's main business revenue composition includes: smart monitoring and perception 67.36%, intelligent detection and recognition 11.40%, video communication and interaction 8.19%, high-definition shooting and display 5.34%, technology development 4.52%, and accessories and others 3.19% [1] Group 2 - From the perspective of fund holdings, one fund under Southern Fund has Zhongrun Optical as a top ten holding, with 163,000 shares held, accounting for 4.37% of the fund's net value, resulting in a floating loss of approximately 316,300 CNY today [2] - The Southern Semiconductor Industry Stock Initiation A fund (020553) has achieved a return of 48.92% this year, ranking 452 out of 4208 in its category, and a return of 47.38% over the past year, ranking 332 out of 3972 [2] - The fund manager, Zheng Xiaoxi, has been in position for 6 years and 158 days, with the fund's total asset size at 7.468 billion CNY and the best return during his tenure being 146.29% [3]

Group 1 - The core viewpoint of the news is the performance and market position of Zhongrun Optical, which saw a stock price increase of 5.18% to 37.19 CNY per share, with a total market capitalization of 3.302 billion CNY [1] - Zhongrun Optical specializes in precision optical lens products and technology development services, focusing on high-quality imaging products to meet the growing demand in the intelligent, information, and industrial era [1] - The company's revenue composition includes: smart monitoring and perception (67.36%), intelligent detection and recognition (11.40%), video communication and interaction (8.19%), high-definition shooting and display (5.34%), technology development (4.52%), and accessories and others (3.19%) [1] Group 2 - From the perspective of fund holdings, one fund under Southern Fund has Zhongrun Optical as a top ten holding, with 163,000 shares, accounting for 4.37% of the fund's net value [2] - The Southern Semiconductor Industry Stock Initiation A fund (020553) has achieved a year-to-date return of 54.15% and a one-year return of 58.74%, ranking 137 out of 3909 in its category [2] - The fund manager, Zheng Xiaoxi, has a tenure of 6 years and 143 days, with the fund's total asset size at 7.468 billion CNY, and the best return during his tenure being 151.66% [3]

Group 1 - The core viewpoint of the news is that Zhongrun Optical has experienced a significant decline in stock price, dropping 5.01% on November 4, with a total market value of 3.116 billion yuan and a cumulative decline of 6.76% over four consecutive days [1] - Zhongrun Optical, established on August 27, 2012, specializes in precision optical lens products and technology development services, focusing on high-quality imaging products to meet the growing demand for image and video acquisition in the era of intelligence, information, and industrialization [1] - The company's main business revenue composition includes: smart monitoring and perception (67.36%), intelligent detection and recognition (11.40%), video communication and interaction (8.19%), high-definition shooting and display (5.34%), technology development (4.52%), and accessories and others (3.19%) [1] Group 2 - From the perspective of fund holdings, one fund under Southern Fund has Zhongrun Optical as a top ten heavy stock, with 163,000 shares held, accounting for 4.37% of the fund's net value, resulting in a floating loss of approximately 30.16 thousand yuan today and a total floating loss of 43.69 thousand yuan during the four-day decline [2] - The Southern Semiconductor Industry Stock Initiation A fund, managed by Zheng Xiaoxi, has a total asset scale of 7.468 billion yuan, with a best fund return of 154.11% and a worst fund return of -33.69% during his tenure [3]

Core Insights - Wavelength Optoelectronics (301421.SZ) reported its Q3 2025 results, revealing that 16 institutional investors hold a total of 10.2253 million A-shares, accounting for 8.84% of the company's total equity [1] - The top ten institutional investors collectively hold 8.37% of the shares, which is a decrease of 3.28 percentage points compared to the previous quarter [1] Institutional Holdings - The number of public funds that increased their holdings this period is three, with a total increase ratio of 0.25% [2] - Five public funds reduced their holdings, with a total decrease ratio of 1.10% [2] - Four new public funds disclosed their holdings this period, while 73 public funds were not disclosed compared to the previous quarter [2] Foreign Investment - One new foreign institution, Hong Kong Central Clearing Limited, disclosed its holdings this period [3]

Core Insights - Zhongying Electronics (300327.SZ) reported its Q3 2025 results, revealing that 10 institutional investors hold a total of 119 million shares, accounting for 34.91% of the company's total equity [1] - The top ten institutional investors collectively increased their shareholding by 0.24 percentage points compared to the previous quarter [1] Institutional Holdings - The top institutional investors include Shanghai Zhinen Industrial Electronics Co., Ltd., Weilang International Group Co., Ltd., and others, with a combined holding ratio of 34.91% [1] - In the public fund sector, three funds reduced their holdings, including GF CSI 1000 ETF, Southern CSI 1000 ETF, and Huaxia CSI 1000 ETF, with a slight decrease in shareholding [2] - A total of 62 public funds did not disclose their holdings this quarter, including notable funds like Fortune CSI 1000 ETF and E Fund Growth Enterprise 200 ETF [2] Social Security Fund and Foreign Investment - One new social security fund disclosed its holdings in Zhongying Electronics, specifically the Huatai-PineBridge Fund Management Co., Ltd. - Social Security Fund 1802 Portfolio [2] - Among foreign investors, one fund increased its holdings, namely Hong Kong Central Clearing Limited, with an increase of 0.63% [2] - Three foreign funds reduced their holdings, including Weilang International Group Co., Ltd., with a total decrease of 9.44% [2]

Group 1 - The core viewpoint of the report indicates that the construction materials and coal industries performed well during the period, with the Shanghai Composite Index rising by 1.67% and the Shenzhen Component Index increasing by 2.33% [2][9] - In the recent 12 periods, the comprehensive and pharmaceutical industries showed strong performance, suggesting potential investment opportunities in these sectors [9] - Active equity funds focusing on electronics and coal industries also demonstrated superior performance during this period [14] Group 2 - Among various fund types, actively managed stock funds increased by 1.55%, while mixed funds rose by 1.63%, and bond funds saw a slight decline of 0.16% [2] - The average return of convertible bond funds was notably high at 12.46% year-to-date, indicating a strong performance in this category [17] - QDII funds, particularly those focused on Asia-Pacific and emerging markets, led the performance with an increase of 2.56% during the period [19][21]